See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,671 | $100,852-70.6% | $90,404-67.2% | $158,922-81.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 31.20% | 1724.20%-1693.0pp | 1293.02%-1261.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,594 | $3,689-56.8% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $1,810 | $4,348-58.4% | $3,963-54.3% | $5,982-69.7% |
| Admin fee / account holder | $534 | $6,501-91.8% | $5,611-90.5% | $11,246-95.2% |